Richard Osborne signed U.S. Engine Valve Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Engine Valve Company's EIN is 34-1668844.
Download the official 2024 Form 5500 (PDF) for U.S. Engine Valve Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Engine Valve Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA STABLE VALUE II | Stable Value | — | $2.4M | $2.4M | 19.3% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.2M | 18.0% | |
| JPM EQUITY IDX A | Common Collective Trusts | — | $883K | $1.8M | 14.2% | |
| FA NEW INSIGHTS A | Other securities | — | $788K | $1.0M | 8.3% | |
| FA DIVERSIFIED STK A | Other securities | — | $567K | $854K | 6.8% | |
| FA EQUITY INCOME A | Other securities | — | $735K | $815K | 6.5% | |
| FA TECHNOLOGY A | Other securities | — | $345K | $569K | 4.6% | |
| FA FREEDOM 2030 A | Other securities | — | $560K | $567K | 4.5% | |
| FA FREEDOM 2020 A | Other securities | — | $536K | $500K | 4.0% | |
| FA FREEDOM 2040 A | Other securities | — | $380K | $418K | 3.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $407K | 3.3% | |
| FA FREEDOM 2065 A | Other securities | — | $267K | $378K | 3.0% | |
| FA FREEDOM 2035 A | Other securities | — | $356K | $370K | 3.0% | |
| FA FREEDOM 2045 A | Other securities | — | $292K | $337K | 2.7% | |
| FA FREEDOM 2050 A | Other securities | — | $297K | $332K | 2.7% | |
| COL SEL MID CP VL A | Other securities | — | $293K | $321K | 2.6% | |
| FA SMALL CAP A | Other securities | — | $283K | $300K | 2.4% | |
| FA FOCUS EMRG MKTS A | Other securities | — | $139K | $170K | 1.4% | |
| FA FREEDOM 2055 A | Other securities | — | $149K | $167K | 1.3% | |
| FA MID CAP II A | Other securities | — | $140K | $161K | 1.3% | |
| J H MID CAP VAL S | Other securities | — | $134K | $129K | 1.0% | |
| FA REAL ESTATE A | Other securities | — | $135K | $114K | 0.9% | |
| FA FREEDOM 2060 A | Other securities | — | $94K | $101K | 0.8% | |
| J H OVERSEAS S | Other securities | — | $75K | $91K | 0.7% | |
| FA FREEDOM 2025 A | Other securities | — | $82K | $81K | 0.6% | |
| FA DIVERS INTL A | Other securities | — | $55K | $65K | 0.5% | |
| FA INVST GRD BOND A | Other securities | — | $64K | $55K | 0.4% | |
| FA FREEDOM 2015 A | Other securities | — | $39K | $34K | 0.3% | |
| FH STRATEGIC INC A | Common Stocks | — | $37K | $34K | 0.3% | |
| FA FREEDOM 2010 A | Other securities | — | $35K | $31K | 0.2% | |
| INVS VALUE OPPS A | Other securities | — | $22K | $28K | 0.2% | |
| BLKRK GLOBAL ALLOC A | Other securities | — | $4K | $4K | <0.1% | |
| FA FREEDOM INC A | Common Stocks | — | $1K | $1K | <0.1% | |
| FA FREEDOM 2070 A | Other securities | — | $362 | $349 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
